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Disclosery

Kestra Advisory Services, LLC: BRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on BRW, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 0 BRW shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,964 shares

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,964 shares
    Change vs previous 13F -3,393 shares

    <0.01% of the 13F portfolio, value $48,818.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 10,357 shares
    Change vs previous 13F -19,551 shares

    <0.01% of the 13F portfolio, value $80,474.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 10,357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 29,908 shares
    Change vs previous 13F +652 shares

    <0.01% of the 13F portfolio, value $241,062.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,362 shares
    • Kestra Advisory Services, LLC: 10,546 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 29,256 shares
    Change vs previous 13F +585 shares

    <0.01% of the 13F portfolio, value $227,027.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,772 shares
    • Kestra Advisory Services, LLC: 10,484 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 28,671 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $218,473.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,207 shares
    • Kestra Advisory Services, LLC: 10,464 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 29,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,922.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,643 shares
    • Kestra Advisory Services, LLC: 11,464 shares

    Acceptance time not in the bulk data set (spec §4.2).